all in 🃏


"'This is an AI-led bull market, and the market continues to reward companies' growth outlook around AI. It is less about shareholder returns at this moment than whether they can develop AI and monetize on the opportunity,' said Ohsung Kwon, chief equity strategist at Wells Fargo.

"Capital expenditure plans reported by S&P 500 companies have ballooned to $1.2 trillion this year —the highest since Trivariate Research started recording the data in 1999, with the biggest nine companies making up nearly 30% of the share."


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